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07/20/2026

The US economy and stock market are really heating up.

https://open.substack.com/pub/exactmacro/p/stock-and-gdp-outlook-for-week-ending-c76?r=5h6ub&utm_campaign=post&utm_medium=web

&P500 $SPY $VOO $QQQ

The heating US economy is real.

07/13/2026

Markets increasingly expect the unexpected with Trump.

https://open.substack.com/pub/exactmacro/p/stock-and-gdp-outlook-for-week-ending-ec6?r=5h6ub&utm_campaign=post&utm_medium=web

&P500 $SPY $VOO $QQQ

Markets increasingly expect the unexpected.

07/06/2026

Is the economy hot or is it just me? Is the current stock price trajectory sustainable?

https://open.substack.com/pub/exactmacro/p/stock-and-gdp-outlook-for-week-ending-370?r=5h6ub&utm_campaign=post&utm_medium=web

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Is it hot in this economy, or is it just me?

06/29/2026

Was last week's rough ride just a bump in the road for stocks and the economy?

https://exactmacro.substack.com/p/stock-and-gdp-outlook-for-week-ending-4c4

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Was last week's rough ride just a bump in the road for stocks and the economy?

06/22/2026

The economic weather is still sunny, but too hot.

https://exactmacro.substack.com/p/stock-and-gdp-outlook-for-week-ending-e05

&P500 $SPY $VOO $QQQ

The economic weather is still sunny, but too hot.

06/15/2026

Markets predict better weather ahead for stocks and the economy, after some upcoming rain.

https://open.substack.com/pub/exactmacro/p/stock-and-gdp-outlook-for-week-ending-244?r=5h6ub&utm_campaign=post&utm_medium=web

&P500 $SPY $VOO $QQQ

Better weather ahead for stocks and the economy, after some upcoming rain.

06/08/2026

Imagine the effect on stocks and the economy if we got out of our own way!

https://open.substack.com/pub/exactmacro/p/stock-and-gdp-outlook-for-week-ending-8a8?r=5h6ub&utm_campaign=post&utm_medium=web

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Imagine the effect on stocks and the economy if we got out of our own way!

06/01/2026

The US should stop fighting its own success:

https://exactmacro.substack.com/p/0eed7cac-0a62-4cb7-b9bf-48c1d12852a5?postPreview=paid&updated=2026-06-01T00%3A42%3A07.047Z&audience=everyone&free_preview=false&freemail=true

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The US should stop fighting its own success.

05/26/2026

The AI boom and loose monetary policy keeps delaying the slowdown:

https://exactmacro.substack.com/p/stock-and-gdp-outlook-for-week-ending-4d6

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The AI boom and loose monetary policy keeps delaying the slowdown.

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